Filed July 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,170 | $29,319+30.2% | $52,425-27.2% | $82,448-53.7% |
| Participation rate | 97.8% | 46.9%+50.9pp | 55.6%+42.2pp | 68.1%+29.7pp |
| Annual return | 11.90% | 535.20%-523.3pp | 302.12%-290.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,252 | $586+113.4% | $914+36.9% | $2,551-50.9% |
| Participant deferral / active EE | $2,260 | $1,171+92.9% | $1,790+26.2% | $4,139-45.4% |
| Admin fee / account holder | $1,532 | $1,962-21.9% | $2,495-38.6% | $7,234-78.8% |